How to Read the MyStrategicPlan Strategy Review PowerPoint

• The “Focus for Next Quarter” shows actions that support the goals displayed for the department / team member that happen at any time in the next 3 months.• The “Accomplishments” shows goals that have been marked as completed for the department / team member.• If there are no items that meet the criteria for “Accomplished” or “Focus for Next Quarter”, then there will be no slide shown.• Goals that are tracked as KPIs will have a graph next to them showing the target and actual.• Goals that are tracked on a project status (% complete) will have a dial gauge next to them.

Reading the KPI Graph:

1. The monthly actuals and targets for the last 3 months are displayed. (ie: target/actual) If there is no monthly target set, then it just shows actuals.2. The YTD status is displayed in the graph.3. The annual target is displayed under the graph.

Reading the Status Gauges:

• The color of the gauge is the same as on the Track My Progress page and is determined by status. (Completed – Accomplished image, On Target – Green, Not Started / Not on Target – Yellow, No Status / Deferred – Grey, Past Due/Critical – Red)• The number displayed in the gauge is the % complete.

Acme Corporation Technology

Strategy Review Meeting07/19/2012

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AGENDAAGENDA

I. Acme Corporation Technology Overview /Performance

II. Department Review- Accomplishments to Date- Department Performance / Scorecard- Quarterly Focus

III. Strategic Topics / Deep DiveIV. Wrap-Up and Next Steps

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AGENDA - ORDER OF PRESENTATIONAGENDA - ORDER OF PRESENTATION

Guest UserAdministration: JoAnne RogersCustomer Service: Mikey HouglandIT Group: Nate PlattSales/Marketing: Alice HoffWeb Specialists: Greg Smart

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OVERALL - PERFORMANCE TO DATEOVERALL - PERFORMANCE TO DATE

ORGANIZATION GOALS

1.1 Generate sales of $1 million by the end of the year. (Source:Quick Books) (Administration)

Measure: $ in sales

$640,000

Target: $1,000,000

April$60,000 / $80,000May$70,000 / $90,000June$70,000 / $60,000

1.2 Increase average billable hour factor. (Source: Time-tracking Program) (Administration)

Measure: $ per billable hour.$92.14Target: $200

April$120 / $140May$120 / $0June$125 /

2.1 Maintain profitability with a budget allocation of 50% for business re-investment for product development. (Administration)

Measure: % for product development90 %

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OVERALL - PERFORMANCE TO DATEOVERALL - PERFORMANCE TO DATE

ORGANIZATION GOALS

2.2 Maintain profitability with a budget allocation of 25% for cash reserves. (Administration)

Measure: % for cash reserves

25 %

2.3 Maintain profitability with a budget allocation of 25% for profit sharing (Administration)

Measure: % for profit sharing

30 %

3.1 Licensing: Acquire 1,000 total licenses by the end of the year. Eor (Sales/Marketing)

Measure: # of new licenses546

Target: 1,000

April84 / 99May84 / 90June84 / 86

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OVERALL - PERFORMANCE TO DATEOVERALL - PERFORMANCE TO DATE

ORGANIZATION GOALS

3.2 Maintenance Contracts: Acquire an average of 5 new maintenance contracts per month (Sales/Marketing)

Measure: # of new maintenance contracts

6Target: 5

April5 / 6May5 / June5 /

3.3 Provide new service packages to help clients achieve more success. (Web Specialists)

Measure: # of new packages developed

10 %

3.4 Develop understanding of technological issues had by existing customers. (IT Group)

Measure: % complete85.50%Target: 100%

April80% / May85% / June90% /

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OVERALL - PERFORMANCE TO DATEOVERALL - PERFORMANCE TO DATE

ORGANIZATION GOALS

4.1 Reach a 15% annual increase in new customers over the next 2 years.

Measure: % increase in customer base annually

9%Target: 15%

April7% / May8% / June8% /

4.2 Professional Service: Acquire 3 new consulting clients (of $5K+) per month. (Sales/Marketing)

Measure: # of consulting clients12

Target: 36

April3 / May3 / June3 /

5.1 Set up computers to be accessed from any destination. (Customer Service)

Measure: # of computers set up each year30 %

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OVERALL - PERFORMANCE TO DATEOVERALL - PERFORMANCE TO DATE

ORGANIZATION GOALS

5.2 Define all procedures and process in writing in order to support projected growth. (Administration)

Measure: % of process in writing.

50 %

6.1 Attract: Increase the overall traffic to website by 20% (ended 2011 at 145,000 monthly unique visits). (Web Specialists)

Measure: Total visits

169,000

Target: 174,000

April167,500 / May170,000 / June174,000 /

6.2 Convert: Increase the number of leads who become customers from 20% to 25%. (Web Specialists)

Measure: # of leads who become custoemrs (Performable)24.05%Target: 25%

April24.50% / May25% / June25% /

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OVERALL - PERFORMANCE TO DATEOVERALL - PERFORMANCE TO DATE

ORGANIZATION GOALS

6.3 Blogs & Newsletters: Consistently timely relevant thought leadership that is developed, published and preserved. (Web Specialists)

Measure: % complete

33 %

7.1 Launch integration with 2 other applications (IT Group)

Measure: % complete

7.2 Complete and launch the API (IT Group)

Measure: % complete0 %

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OVERALL - PERFORMANCE TO DATEOVERALL - PERFORMANCE TO DATE

ORGANIZATION GOALS

7.3 Launch a mobile app (ipad & iphone). (IT Group)

Measure: % complete

0 %

8.1 Create technology library and resource center (Web Specialists)

Measure: % complete

0 %

8.2 Train sales people in best practices (Sales/Marketing)

Measure: actual attendance per year by all 12 managers25 %

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OVERALL - PERFORMANCE TO DATEOVERALL - PERFORMANCE TO DATE

ORGANIZATION GOALS

8.3 Develop better communication and presentation skills to increase ability to work with and assist clients. (Customer Service)

Measure: % complete

0 %

9.1 Increase the number of innovative ideas through an incentive program. (Administration)

Measure: # of innovative ideas implemented

63 %

10.1 Manage the selection, contribution and customer communication of nonprofit donations. Target is 15% of revenue. (Administration)

Measure: % of license revenue20 %

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OVERALL - PERFORMANCE TO DATEOVERALL - PERFORMANCE TO DATE

ORGANIZATION GOALS

11.1 Organizational Goal (Corporate-wide, generally not assigned, 18-24 months) [**Sample Goal Cascading**] (Administration)

Measure: % complete

0 %

12.1 To increase the number of new sole source or buying agreements 20% (3-4 more) by end of 2013. (Sales/Marketing)

Measure: # of new sole source/bying agreements15%

Target: 20%

April5% / 3%May5% / 5%June5% / 8%

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Administration

JoAnne Rogers

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ADMINISTRATION - PERFORMANCE TO DATEADMINISTRATION - PERFORMANCE TO DATE

DEPARTMENT GOALS

4.1.2 Develop a competitive analysis survey for our market.

Measure: % Complete

0%Target: 100%

6.3.2 Write 2 newsletters per month.

Measure: # of newsletters0

Target: 2

8.1.1 Research recommended reading list and best practices related to technology

Measure: # of titles collected10

Target: 50

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ADMINISTRATION - FOCUS FOR NEXT QUARTERADMINISTRATION - FOCUS FOR NEXT QUARTER

• Use the internet to locate strategic planning titles, readinglists, professional organizations

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Customer Service

Mikey Hougland

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CUSTOMER SERVICE - ACCOMPLISHMENTS TO DATECUSTOMER SERVICE - ACCOMPLISHMENTS TO DATE

• Develop a program to encourage ideas from everyone.• Throw a party to kick off incentive program.

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CUSTOMER SERVICE - PERFORMANCE TO DATECUSTOMER SERVICE - PERFORMANCE TO DATE

DEPARTMENT GOALS

3.1.3 Maintain or decrease the Churn Rate of Licenses which is currently at 8.5%.

Measure: % Churn

8.42%Target: 8.49%

3.3.2 Complete 3 online focus groups to explore pricing and value of new service packages.

Measure: # of online focus groups held

50 %

3.4.1 Research and report on the unique software requirements of existing customers.

Measure: # of responses10 %

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CUSTOMER SERVICE - PERFORMANCE TO DATECUSTOMER SERVICE - PERFORMANCE TO DATE

DEPARTMENT GOALS

9.1.1 Develop a program to encourage ideas from everyone.

Measure: % complete

9.1.2 Throw a party to kick off incentive program.

Measure: Party held

11.1.1 Department Goal [Corporate Action Item] (Assigned to the Department responsible for seeing t...

Measure: $60 %

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IT Group

Nate Platt

2021

IT GROUP - PERFORMANCE TO DATEIT GROUP - PERFORMANCE TO DATE

DEPARTMENT GOALS

1.1.3 Software Licenses: Generate $300,000

Measure: Number of Completed Sales in Online Shopping Cart

$89,500

Target: $300,000

3.1.1 Grow monthly licenses by 40% to 427

Measure: # Licenses396

Target: 427

3.1.2 Grow new customer trials by 25% to mark of 75 New Trials per month.

Measure: # of New Trials75

Target: 75

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IT GROUP - PERFORMANCE TO DATEIT GROUP - PERFORMANCE TO DATE

DEPARTMENT GOALS

5.1.1 Investigate international access requirements and document.

Measure: % complete

75 %

5.1.2 Purchase necessary software/hardware or make arrangements with an internet service provider fo...

Measure: % complete

45 %

7.1.2 Hire a vendor to integrate applications based upon at least 3 proposals.

Measure: % Complete80 %

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Sales/Marketing

Alice Hoff

2425

SALES/MARKETING - PERFORMANCE TO DATESALES/MARKETING - PERFORMANCE TO DATE

DEPARTMENT GOALS

1.1.1 Maintenance Contracts: Generate $500,000 in maintenance contracts

Measure: $

$132,300

Target: $500,000

3.2.1 Identify and maintain list of 50 target customers that could benefit from a maintenance contra

Measure: % Complete

0 %

4.1.1 Implement marketing campaign to draw in new markets.

Measure: % completed55 %

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SALES/MARKETING - PERFORMANCE TO DATESALES/MARKETING - PERFORMANCE TO DATE

DEPARTMENT GOALS

4.1.3 Increase sales close rate by 25%

Measure: % increase in close rate

10 %

4.2.1 Obtain 1 new client in the medical market monthly.

Measure: # of new medical clients3

Target: 12

4.2.2 Obtain 1 new client in the education field monthly.

Measure: # of new clients in education field3

Target: 12

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SALES/MARKETING - PERFORMANCE TO DATESALES/MARKETING - PERFORMANCE TO DATE

DEPARTMENT GOALS

4.2.3 Obtain 1 new client in the nonprofit sector monthly.

Measure: # of new nonprofit clients

2Target: 12

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SALES/MARKETING - FOCUS FOR NEXT QUARTERSALES/MARKETING - FOCUS FOR NEXT QUARTER

• Create sales copy for new service packages.• Compile current customer list• Develop campaign material for new markets.• Determine budget for party• Solicit ideas for theme, entertainment, catering.

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Web Specialists

Greg Smart

3031

WEB SPECIALISTS - PERFORMANCE TO DATEWEB SPECIALISTS - PERFORMANCE TO DATE

DEPARTMENT GOALS

1.1.2 Professional Consulting: Generate $200,000 in web design consulting

Measure: $

54,700Target: 200,000

3.3.1 Develop web page to promote/sale new service packages.

Measure: % complete

100 %

6.1.1 Web site: Update Google AdWords, home page and landing pages on a quarterly basis.

Measure: % Complete85 %

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WEB SPECIALISTS - PERFORMANCE TO DATEWEB SPECIALISTS - PERFORMANCE TO DATE

DEPARTMENT GOALS

6.3.1 Write 1 blog post per week

Measure: # of blog posts

20 %

7.1.1 Map out entire integration process

Measure: Map completed

15 %

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WEB SPECIALISTS - FOCUS FOR NEXT QUARTERWEB SPECIALISTS - FOCUS FOR NEXT QUARTER

• Create new web pages (rough draft) for the campaign promotion.• Perform quarterly update of website with focus on home pageand landing pages.• Manage high performance of Google AdWords (click throughand conversions).• Launch direct mail program with newsletters• Team Member Goal (or Dept Actions) (Assigned to TeamMember responsible for seeing this goal completed, 6-12 months)

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WRAP-UP AND NEXT STEPSWRAP-UP AND NEXT STEPS

I. What needs to be done in response to thismeeting?

II. What responsibilities do each of us have tokeep the strategic plan moving forward?

III. What is the date of our next Strategy ReviewMeeting?

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